Simon Herrmann, wise-owl.com
BUY RECOMMENDATIONS
ClearView Wealth (CVW)

Chart: Share price over the year
This financial services company focuses on life insurance and wealth management. We remain attracted to its ability to deliver on medium term strategic goals, while rewarding shareholders through a mix of capital growth and income. We see further upside.
Monadelphous Group (MND)

Chart: Share price over the year
This engineering and construction company experienced a surge in activity during the first few months of fiscal year 2018 as business conditions in the resources sector improved. The company has also entered the renewable energy market by securing two wind farm projects. We retain our buy advice. HOLD RECOMMENDATIONS
MNF Group (MNF)

Chart: Share price over the year
This internet protocol company has outperformed the broader market and other telecommunications companies. The industry faces structural challenges, but MNF manages to attract investor interest due to its unique position in the market, product offering and strategic acquisitions. Expect a 15 per cent increase in net profit after tax in fiscal year 2018. The company has a strong track record of achieving or exceeding forecasts.
InvoCare (IVC)

Chart: Share price over the year
This funeral services provider continues to outperform the broader market. We’re attracted to its revenue growth trajectory, income profile and resilient business model. The stock has risen significantly over the past three months, but it still may surprise to the upside. SELL RECOMMENDATIONS
Adacel Technologies (ADA)
Chart: Share price over the year

We have recently downgraded our view to a sell for a company that develops simulation and training systems for military and commercial use. A strong balance sheet and capital management initiatives have helped the stock recover after several earnings downgrades. The Federal Aviation Administration, a major client, is considering other options. In our view, this clouds the short term outlook for Adacel. We believe it’s time to move on and look elsewhere for growth.
QBE Insurance (QBE)

Chart: Share price over the year
This general insurance and re-insurance company, with an international footprint, has a track record of volatile revenues and earnings. In our view, it’s been a disappointing performer for a long time in terms of generating sustained shareholder value. There are better opportunities elsewhere.

Tony Locantro, Alto Capital

BUY RECOMMENDATIONS 
Invitrocue (IVQ)

Chart: Share price over the year
Involved in healthcare bio-analytic solutions. This emerging personalised oncology service provider is continuing to grow revenues and expand its commercial capabilities and scientific leadership. The need for personalised cancer treatment could develop into a standard of care with IVQ at the forefront. Highly speculative, but, in my view, offers an attractive risk/reward profile. The shares were trading at 8 cents on November 23. Metal Bank (MBK)

Chart: Share price over the year
MBK remains one of my preferred emerging junior gold companies. A recent $2.86 million rights issue has seen the share price correct. But drilling has recommenced at the Triumph Gold Project in Queensland. I retain my view there’s scope for about 1 million ounces to be discovered during the next 12 to 18 months. A speculative buy. The shares were trading at 2 cents on November 23.  HOLD RECOMMENDATIONS Pointerra (3DP)

Chart: Share price over the year
The share price of this cloud platform, 3D dataset provider has soared more than 100 per cent since September on strong volume. Revenue is expected to increase on new contract wins, and upside potential is enhanced by the product offering substantial cost savings to customers. Rather than compete with existing markets, 3DP simply enhances the use and value of 3D data assets. The shares were trading at 6.6 cents on November 23.
Stavely Minerals (SVY)

Chart: Share price over the year
Deep drilling continues at Thursday’s Gossan copper-gold porphyry project in Victoria. It plans to test the massive Toora West target. The last major discovery was Sirius in 2012. Keep following this stock, as I believe good news is overdue. SELL RECOMMENDATIONS Blackmores (BKL)

Chart: Share price over the year
This vitamins and supplements company has proven to be a great business. But a surge from $90 in mid August to trade at $167.96 on November 23 provides an opportunity to lock in profits. In my view, the risk/reward profile now appears to have swung to the downside. Cochlear (COH)

Chart: Share price over the year
On August 2 this year, the shares were priced at $140.77. On November 23, the shares in this bionic ear maker were trading at $181.97. Despite market darling status and a niche offering, now may be a good time to consider locking in some profits.

Michael McCarthy, CMC Markets
BUY RECOMMENDATIONS Washington H Soul Pattinson (SOL)

Chart: Share price over the year  
This investment group has a broad range of assets, including cash, term deposits, property, shares, energy and related assets, copper and gold holdings. SOL also provides corporate advisory services. During the past 20 years, the share price increased from $2.22 to an all time high of $19. It’s now trading closer to support around $15.75 after criticism of its cross shareholding with Brickworks (BKW) and going ex-dividend. A potentially powerful diversification tool. The shares closed at $16.67 on November 23. Woodside Petroleum (WPL)  

Chart: Share price over the year
A resurgent oil price is supporting energy stocks. WPL has significant stakes in undeveloped fields in the Timor Sea, most notably Sunrise. The governments of Australia and Timor Leste are currently negotiating a maritime boundary. If the negotiation is successful, the way is cleared for development, radically altering WPL’s growth outlook. Much of WPL’s income is tied to long term contracts. Opening new fields could see a greater response to higher oil prices. HOLD RECOMMENDATIONS JB Hi-Fi (JBH) 

Chart: Share price over the year
The entry of Amazon to the Australian market has provoked a Chicken Little response from many analysts. The reality is it will take substantial time for Amazon to have an impact, and flexible retailers may find a new online platform could increase sales. JBH has a significant track record in responding to a changing retail environment. The technical picture can be construed positively while trading close to support around $21.80. The shares closed at $22.20 on November 23. Commonwealth Bank of Australia (CBA) 

Chart: Share price over the year
Allegations the bank breached money laundering laws has led Maurice Blackburn Lawyers to file a class action on behalf of investors who suffered losses due to the share price fall. In August, the bank delivered a bumper full year profit of  $9.88 billion. CBA’s technology advantage could see further share price gains ahead of the February dividend. SELL RECOMMENDATIONS Telstra (TLS) 

Chart: Share price over the year
The share price indicates a lack of investor support, in our view. NBN problems and questions about growth beyond 2019 could combine to push TLS lower. Any negative earnings news may see the dividend slashed further. The possibility of TLS falling below $3 during the next 12 months cannot be discounted. The shares closed at $3.47 on November 23. The A2 Milk Company (A2M)

Chart: Share price over the year
This company rightly has a reputation for operational excellence, and has carved a product niche that reverberates in key customer markets. The recent result confirmed extraordinary profit growth. However, the share price climb from below $2 to above $7 this year means any mistake could bring a significant correction. It may be prudent to lock in some gains. 

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